Leo Wealth LLC’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
19,694
+399
+2% +$9.86K 0.04% 237
2025
Q1
$468K Sell
19,295
-264
-1% -$6.41K 0.07% 180
2024
Q4
$469K Buy
19,559
+181
+0.9% +$4.34K 0.04% 242
2024
Q3
$517K Buy
19,378
+97
+0.5% +$2.59K 0.05% 217
2024
Q2
$448K Sell
19,281
-968
-5% -$22.5K 0.05% 230
2024
Q1
$479K Sell
20,249
-13
-0.1% -$308 0.05% 218
2023
Q4
$490K Buy
+20,262
New +$490K 0.05% 208